SWA
SFMG Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
5,488
+126
| +2% | +$8.75K | 0.03% | 184 |
|
|
2025
Q1 | $380K | Buy |
+5,362
| New | +$380K | 0.03% | 172 |
|
|
2024
Q4 | – | Sell |
-2,711
| Closed | -$229K | – | 284 |
|
|
2024
Q3 | $229K | Sell |
2,711
-278
| -9% | -$23.5K | 0.02% | 228 |
|
|
2024
Q2 | $212K | Buy |
+2,989
| New | +$212K | 0.02% | 238 |
|
|
2023
Q2 | – | Sell |
-5,528
| Closed | -$426K | – | 265 |
|
|
2023
Q1 | $426K | Buy |
5,528
+102
| +2% | +$7.86K | 0.05% | 144 |
|
|
2022
Q4 | $454K | Buy |
5,426
+22
| +0.4% | +$1.84K | 0.05% | 141 |
|
|
2022
Q3 | $393K | Buy |
5,404
+186
| +4% | +$13.5K | 0.05% | 142 |
|
|
2022
Q2 | $404K | Buy |
5,218
+71
| +1% | +$5.5K | 0.05% | 143 |
|
|
2022
Q1 | $436K | Sell |
5,147
-1,151
| -18% | -$97.5K | 0.04% | 155 |
|
|
2021
Q4 | $588K | Sell |
6,298
-1,198
| -16% | -$112K | 0.06% | 136 |
|
|
2021
Q3 | $589K | Buy |
7,496
+1,195
| +19% | +$93.9K | 0.07% | 126 |
|
|
2021
Q2 | $462K | Buy |
6,301
+1,285
| +26% | +$94.2K | 0.05% | 158 |
|
|
2021
Q1 | $379K | Buy |
5,016
+724
| +17% | +$54.7K | 0.04% | 167 |
|
|
2020
Q4 | $331K | Buy |
4,292
+3,484
| +431% | +$269K | 0.04% | 161 |
|
|
2020
Q3 | $224K | Buy |
+808
| New | +$224K | 0.03% | 159 |
|
|
2020
Q1 | – | Sell |
-2,660
| Closed | -$644K | – | 166 |
|
|
2019
Q4 | $644K | Hold |
2,660
| – | – | 0.08% | 87 |
|
|
2019
Q3 | $620K | Hold |
2,660
| – | – | 0.08% | 77 |
|
|
2019
Q2 | $556K | Hold |
2,660
| – | – | 0.08% | 80 |
|
|
2019
Q1 | $514K | Hold |
2,660
| – | – | 0.07% | 77 |
|
|
2018
Q4 | $462K | Hold |
2,660
| – | – | 0.07% | 76 |
|
|
2018
Q3 | $447K | Hold |
2,660
| – | – | 0.07% | 78 |
|
|
2018
Q2 | $444K | Hold |
2,660
| – | – | 0.07% | 80 |
|
|
2018
Q1 | $434K | Hold |
2,660
| – | – | 0.07% | 79 |
|
|
2017
Q4 | $415K | Sell |
2,660
-19
| -0.7% | -$2.96K | 0.07% | 86 |
|
|
2017
Q3 | $393K | Hold |
2,679
| – | – | 0.08% | 80 |
|
|
2017
Q2 | $375K | Buy |
2,679
+19
| +0.7% | +$2.66K | 0.08% | 76 |
|
|
2017
Q1 | $341K | Hold |
2,660
| – | – | 0.07% | 80 |
|
|
2016
Q4 | $318K | Hold |
2,660
| – | – | 0.07% | 81 |
|
|
2016
Q3 | $325K | Buy |
+2,660
| New | +$325K | 0.07% | 79 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$208K | – | 151 |
|
|
2015
Q1 | $208K | Buy |
+2,000
| New | +$208K | 0.02% | 166 |
|